Control Workloads Using Scheduling Constraints

Constraints establish maximum boundaries for work hours and shift assignments. Attach constraints directly to individual service resource records or broader service territory records.

Note You can create up to 50 scheduling constraints.

A scheduling rule looks first for a constraint on the service resource. If there isn't one, then the rule looks for a scheduling constraint on the service territory. If you don't know what limits to set, it's OK to set up constraints with empty values.

1. Open Scheduling Constraints in the App Launcher.
2. Click New.
3. Name your scheduling constraint, and fill in the related details.
4. Save your changes.
5. Open Service Resources or Service Territories from the App Launcher.
6. Click to open an individual service resource or service territory page.
7. Scroll to the Scheduling Constraints field, add your constraint, and save your changes.